TLDR
In a 7‑day sprint, a micro‑restaurant team diagnoses stalled leads, fixes one blocker within 48 hours, and restarts the flow with a single urgent offer, 3 short reply scripts, and a 2‑price test. Lock the winning variant and scale with bulk sends or API. Target Lead→Order in 7–10 days, aim for a 5–15% lift in close rate, and a 10–25% revenue uplift. Keep changes small, log every send in the CRM, and stay focused on one clear action plan.
Restart lead flow and win fast orders in seven days

Quick check: why leads stalled
One short list shows the common signals. The team reads this and picks the top two to fix first.
- Response under 5% — Very few replies; messages do not prompt action.
- Lead to order longer than 14 days — Conversations stop before a decision.
- Muddled call‑to‑action — Offers are unclear or ask for too much time.
Fix the single clearest blocker in 48 hours and then scale the winner
If the nerds want the checklist
Collect these quickly: latest outreach copy, last 50 responses, a recent price sheet, and top-performing customer note. Compare one clear metric: reply rate on the newest message. If it is below 5%, rework the CTA and offer speed or a small guarantee.
Seven-day playbook (actions to run in order)
Day | Priority (target) | Tool | Quick action |
---|---|---|---|
1 | Pick the pivot with >60% chance to win | CBP + CRM | Run quick signal check and choose one clear offer |
2 | Create an urgent offer (2‑hr delivery) +15% | Template | Draft a short message and one-line CTA |
3 | Build short scripts to raise replies +5–7% | HubSpot-style | Create 3 variants: question, benefit, deadline |
4 | Run a simple price test | SF or price sheet | Test two price points on same audience |
5 | A/B for 48 hours | Lists | Send controlled split, measure reply and booking |
6 | Lock winner: update workflows | Workflows | Switch all traffic to winning variant |
7 | Scale with bulk sends and API | Bulk API | Automate sending and brief ops on handoffs |
Notes: run one clear test at a time. Pause any other major changes while A/B runs. |
Examples: two short message templates (click to expand)
Template A — quick-delivery CTA
“Can confirm a 2‑hour delivery tomorrow. Ready to order if we lock by 3pm?”
Template B — time-limited value
“Take 10% on first order placed within 48 hours. I’ll reserve the slot.”
Use short sentences and one clear question or instruction per message.
Before / after KPIs to track
Measure these daily where possible. Small teams improve fastest when they watch one number closely.
- Lead → Order
- Baseline: 14 days. Target after week: 7–10 days. Track median days-to-order, not average.
- Close rate
- Expected lift: +5–15% when CTA and speed offer are improved. Track win rate per campaign.
- Revenue
- Target uplift: +10–25% from higher conversion and faster order timing. Watch net revenue after discounts.
Reproducible ops notes and tools
Run this as a tight seven-day sprint. Keep changes small and measurable. Log every send and outcome in the CRM.
Do this immediately:- Export last 30 leads and tag those with response <5%.
- Push the chosen offer into the CRM sequence for Day 2 sends.
- Use the REST endpoints in your CRM to ingest results into reporting: reference your CRM's API paths such as /crm/v3/objects and any ingestion endpoints for jobs/ingest when automating data syncs.
Micro‑urgency: Start day 1 with the pivot decision; delay reduces impact.
- Category
- sales_activation
- Tags
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- competitor ran local ad
- new contract posted publicly
- supply chain disruption
- marketing campaign fizzled
- team outperformed competitors
Tools: CRM, data exports, message templates, simple A/B lists, and workflow automations. Keep the stack minimal.
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